MPA

Marvin & Palmer Associates Portfolio holdings

AUM $117M
1-Year Est. Return 62.53%
This Quarter Est. Return
1 Year Est. Return
+62.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.7M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$1.69M
4
AMZN icon
Amazon
AMZN
+$1.64M
5
MBLY
Mobileye N.V.
MBLY
+$200K

Top Sells

1
+$2.77M
2
+$2.5M
3
+$2.06M
4
ELV icon
Elevance Health
ELV
+$1.75M
5
VNM icon
VanEck Vietnam ETF
VNM
+$1.22M

Sector Composition

1 Consumer Discretionary 20.97%
2 Financials 19.63%
3 Technology 17.84%
4 Healthcare 17.41%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 2.02%
+1,365
27
$1.68M 2.01%
27,300
-4,200
28
$1.64M 1.96%
16,050
-2,450
29
$1.61M 1.92%
34,250
-4,250
30
$1.54M 1.83%
9,800
-1,300
31
$1.52M 1.82%
15,775
-2,450
32
$1.51M 1.81%
8,175
-1,175
33
$1.42M 1.69%
6,825
-725
34
$1.23M 1.47%
28,400
-5,800
35
$1.21M 1.45%
8,750
-1,150
36
$1.1M 1.32%
10,175
-1,375
37
$819K 0.98%
26,800
38
$745K 0.89%
48,100
-78,800
39
$730K 0.87%
2,500
-3,850
40
$575K 0.69%
18,000
41
$247K 0.3%
9,500
42
$241K 0.29%
2,700
43
$200K 0.24%
+4,400
44
$176K 0.21%
8,500
45
$173K 0.21%
1,260
46
$170K 0.2%
1,600
47
$114K 0.14%
1,600
48
$78K 0.09%
900
49
$75K 0.09%
6,000
50
– –
-43,900
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